June 9, 2022 | Toronto, ON | Vantage Venues
Charged admission | Open to MMI members and non-members
Co-Chairs:
David Kamerman, Senior Vice President, Regional Director, Envestnet
Michael Lynds, Managing Director, Picton Mahoney Asset Management
Eyes Ahead: Finding Opportunity in Change
Tuesday, June 7, 2022 | 4:00 PM ET
Complimentary admission | Open to members and non-members
Join the Money Management Institute’s Blockchain Finance Forum for a webinar focused on digital asset custodians.
Hear from two leading innovators in the fast-moving world of crypto investing -- Marshall Beard of Gemini and Talia Klein of BNY Mellon -- to gain a more in-depth understanding of:
You will gain a more in depth understanding of:
May 24-25, 2022
The historic age wave is rolling into retirement and looking for help. Industry leaders and top financial advisors have been working on solutions leveraging their skills and knowledge about financial wellness, FinTech and planning tools. See what they’ve been up to and get involved in the conversations.
This MMI Webinar is being rescheduled. A new date will be announced shortly. We apologize for any inconvenience.
Complimentary admission | Open to members and non-members | Press allowed
Join us for a special MMI event presented in conjunction with:
April 21, 2022 | 4:00 PM ET
Complimentary admission | Open to members only | Press allowed
As the data privacy and technology landscape in the U.S. and around the world continues to evolve, we as Marketers are faced with a challenge: clients and prospects react best when we serve up the right information at the right time. But our ability to capture, master and leverage client transaction and interaction information has become more challenging.
March 24-25, 2022 | Fort Lauderdale, FL
Fort Lauderdale Marriott Harbor Beach
Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock
Virtual Program
Co-Chairs:
Mark Granshaw, Managing Director, Head of Consumer Investment Products, Bank of America Merrill Lynch
Jaime Magyera, Managing Director, Chief Operating Officer, US Wealth Advisory Group, BlackRock
Complimentary admission | Open to members and non-members | Press allowed
Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.
February 10, 2022 | 4:00-5:30 PM ET
Complimentary admission | Donation encouraged | Open to members and non-members | Press allowed
MMI’s event to advance DE&I in the financial services industry
Complimentary admission | Open to members and non-members
Join us for an MMI Webinar presented by the new MMI Blockchain Finance Forum community focused on the benefits of passive and active investing in cryptocurrencies.
Matt Hougan, CIO of Bitwise, and Josh Kernan, Partner at Permian Capital, will discuss investing in a broad range of cryptocurrencies beyond Bitcoin.
1410 Broadway
Suite 2600
New York, NY 10018
PH: (646) 868-8500 | Fax: (646) 619-4074
